All new-age finance professionals committed to data analysis and data science are dependent on Python at some level. It is with Python that they can perform analysis on various financial data points. But Python turns out to be a formidable tool even while developing personal finance applications. For instance, you can scrape the web for personal finance data, download financial transactions, develop a budget tracking app, and so on, all with Python.
With that in mind, let’s have a quick overview of some of the best open-source Python packages and libraries for personal finance. Ofxstatement is a tool developed with the intention to convert proprietary bank statements to OFX format which is the accepted format for major personal accounting systems. One of the best open-source Python packages, finance-dl is used for scraping personal finance data from various financial institutions. It performs best when used with beancount-import which is a tool for semi-automatic data importing. We also have MyMoney, which is essentially a web application for personal finance built with Django. It can manage your bank account, your transactions, analyze them and schedule them if they’re recurrent. MyMoney a simple tool with the goal to analyze your expenses.
ofxstatementby kedder
Tool to convert proprietary bank statement to OFX format, suitable for importing to GnuCash or other personal finance applications.
ofxstatementby kedder
Python
223
Version:0.7.1
License: Strong Copyleft (GPL-3.0)
finance-dlby jbms
Tools for automatically downloading/scraping personal financial data.
finance-dlby jbms
Python
188
Version:Current
License: Strong Copyleft (GPL-2.0)
moneyguruby hsoft
Future-aware personal finance application
moneyguruby hsoft
Python
146
Version:Current
License: Strong Copyleft (GPL-3.0)
Tendie-Trackerby eddyharrington
A web app for tracking expenses and budgets
Tendie-Trackerby eddyharrington
Python
125
Version:Current
License: Permissive (MIT)
ihatetobudgetby bminusl
A simple web app to understand and control your expenses. Designed to be self-hosted.
ihatetobudgetby bminusl
Python
130
Version:Current
License: Strong Copyleft (GPL-3.0)
plaid2qifby ebridges
Download financial transactions from Plaid as QIF files.
plaid2qifby ebridges
Python
62
Version:v1.3.4
License: Permissive (MIT)
biweeklybudgetby jantman
Responsive Flask/SQLAlchemy personal finance app, specifically for biweekly budgeting.
biweeklybudgetby jantman
Python
69
Version:1.0.0
License: Strong Copyleft (AGPL-3.0)
mymoneyby ychab
A personal finance web app build with the Django framework
mymoneyby ychab
Python
53
Version:Current
License: Permissive (BSD-3-Clause)
fava_investorby redstreet
Comprehensive set of reports, analyses, and tools for investments, for Beancount and Fava (plain text, double entry accounting software). Includes Fava plugins, command line tools, and libraries for each module.
fava_investorby redstreet
Python
97
Version:0.5.0
License: Strong Copyleft (GPL-3.0)
beancount-dkbby siddhantgoel
Beancount Importers for DKB (Deutsche Kredit Bank) CSV Exports
beancount-dkbby siddhantgoel
Python
24
Version:Current
License: Permissive (MIT)
receipt_budgetby rolisz
An application for managing your personal expenses. It can OCR your receipts and makes statistics of your expenses.
receipt_budgetby rolisz
Python
16
Version:Current
License: Permissive (BSD-3-Clause)
Nordea-to-OFXby jgoney
Small Python script for converting Nordea CSV transaction lists to OFX files for use with personal finance software.
Nordea-to-OFXby jgoney
Python
16
Version:Current
License: No License
django-cashby gustavohenrique
Personal finance webapp using Django + ExtJS
django-cashby gustavohenrique
Python
15
Version:Current
License: No License